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 # CarteraValue Portfolio       Currency:EURTop 25: 257
Visit CarteraValue
Look
Start:12/11/2011 Day Return:
-0.63%
Day Rank:973
Days: 4769 Month Return:
-2.41%
Month Rank:1132
Last:2024-12-17 Year Return:
0.00%
Year Rank:213
Visits:3803 All Time Return:
231.91%
All Time Rank:111


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2011
    
    
    
    
    
    
    
    
    
    
    
4.28%
4.28%
0.19%
2012
-1.59%
-1.18%
2.07%
0.29%
7.04%
2.99%
7.14%
-3.22%
-0.32%
-6.28%
-1.21%
-3.42%
1.44%
13.41%
2013
2.28%
5.18%
7.74%
7.62%
-1.04%
0.32%
2.04%
-2.67%
-2.04%
4.06%
2.83%
-2.35%
25.87%
29.60%
2014
-2.67%
0.38%
2.66%
2.34%
0.36%
1.11%
-1.23%
5.64%
4.50%
1.24%
5.13%
0.86%
21.91%
11.39%
2015
2.42%
1.84%
0.53%
-3.66%
0.87%
-2.68%
1.96%
-5.43%
1.12%
2.39%
2.45%
0.19%
1.61%
-0.73%
2016
1.76%
1.18%
-0.20%
-0.95%
2.59%
2.65%
-0.26%
-0.68%
-0.38%
1.60%
-0.07%
1.75%
9.25%
9.54%
2017
-1.38%
3.85%
0.05%
-1.03%
0.26%
-1.14%
-0.34%
-0.52%
-0.18%
3.06%
0.68%
0.24%
3.45%
15.21%
2018
-1.32%
-4.69%
-0.74%
-0.26%
0.09%
1.79%
3.31%
1.42%
0.74%
4.17%
1.32%
-4.34%
1.08%
-2.81%
2019
1.74%
1.46%
2.10%
1.63%
-0.53%
2.25%
3.43%
0.62%
1.75%
-1.72%
1.39%
0.47%
15.49%
28.87%
2020
1.65%
-4.90%
-2.32%
4.58%
-0.27%
-2.77%
2.11%
2.49%
-0.18%
0.73%
0.65%
-1.38%
0.03%
15.97%
2021
-0.68%
-1.45%
3.87%
-0.84%
0.64%
0.29%
2.84%
1.23%
-1.71%
1.28%
1.25%
3.17%
10.15%
27.26%
2022
0.16%
0.02%
2.19%
5.50%
-2.62%
-3.08%
2.48%
-0.65%
-2.37%
4.17%
2.83%
-4.89%
3.24%
-19.82%
2023
-3.86%
0.03%
0.62%
1.10%
-2.13%
4.31%
1.52%
6.39%
-2.51%
-0.69%
-0.45%
0.30%
4.28%
24.54%
2024
4.93%
1.45%
1.79%
-1.78%
-1.60%
3.05%
6.01%
5.36%
0.73%
-0.54%
9.09%
-3.27%
27.45%
23.31%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
11/02/2022113BRK-B Berkshire Hathaway Inc-0.01%$296.57$453.59$51,25652.95%15.00%
11/02/202294DE Deere & Co-0.01%$389.87$426.01$40,0459.27%11.72%
12/13/2011329JNJ Johnson & Johnson-0.01%$87.85$143.58$47,23863.44%13.82%
12/13/2011689KO Coca-Cola Co-The0.00%$28.34$62.03$42,739118.86%12.51%
11/02/2022150MCD McDonald`s Corp-0.02%$273.98$289.87$43,4815.80%12.72%
07/12/202490MS Morgan Stanley0.01%$104.30$125.77$11,31920.59%3.31%
12/13/2011273PG Procter & Gamble Co-The-0.01%$65.03$167.50$45,728157.57%13.38%
02/26/2024569WMT Wal-Mart Stores Inc0.00%$67.02$90.61$51,55735.20%15.09%
02/26/20248,070Cash   0.00%1.00€1.00€8,070€0.00%2.45%
EUR/USD: 1.03872    GBP/EUR: 1.2000 Portfolio Value: $341,744 329,005€ 100%

 # PerformanceCarteraValueS&P500
Return:
228.99%
367.71%
Annualized Return:9.19%12.06%
Std (Volatility):10.3216.29
Sharpe:0.500.49
Beta:0.211.00
Jensen Alpha:0.350.00
Drawdown:14.7833.92



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